Rise Advisors’s H2O America Common Stock HTO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.1K | Hold |
214
| – | – | ﹤0.01% | 929 |
|
|
2025
Q1 | $11.7K | Buy |
+214
| New | +$11.7K | 0.01% | 866 |
|
|
2024
Q4 | – | Sell |
-122
| Closed | -$7.07K | – | 1202 |
|
|
2024
Q3 | $7.07K | Buy |
122
+1
| +0.8% | +$58 | ﹤0.01% | 1060 |
|
|
2024
Q2 | $6.55K | Buy |
121
+36
| +42% | +$1.95K | ﹤0.01% | 1060 |
|
|
2024
Q1 | $4.81K | Buy |
+85
| New | +$4.81K | ﹤0.01% | 1091 |
|